Family Wealth Services Webcast

Year-end tax planning considerations for individuals and family businesses

Thursday, Nov. 15, 2012

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Join us for a McGladrey webcast as we discuss the current tax environment and the resulting planning issues individuals and family businesses may need to address by year end.

Topics will include:

  • Critical income tax planning considerations, including those stemming from tax relief provisions scheduled to expire Dec. 31, 2012
  • Specific estate and gift tax planning steps addressing potential unpleasant surprises in 2013 and beyond
  • Tax and investment strategies to address the new 3.8 percent Medicare tax on portfolio income
  • Unique planning challenges facing closely held business owners in 2012